DAYMARK WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 4,098,283
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 810 | 4,098,283 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q1 2026 | 5/11/2026 | 739 | 3,179,679 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q4 2025 | 1/12/2026 | 603 | 3,138,484 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q3 2025 | 10/22/2025 | 600 | 2,945,538 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
| Q2 2025 | 8/4/2025 | 560 | 2,628,902 | 13F-HR | DAYMARK WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.003 M | 73.3% | 597.3 K | 0 | 597.3 K |
| ETFs | 1.043 M | 25.5% | 286.4 K | 0 | 286.4 K |
| Debt | 45.18 K | 1.1% | 34.8 K | 0 | 34.8 K |
| Other | 7.147 K | 0.2% | 101 | 0 | 101 |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
4,098,283
Holdings
810
QoQ value change ($000)
918,604
(28.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.